Sysco
1,310 hedge funds and large institutions have $31.1B invested in Sysco in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 403 increasing their positions, 487 reducing their positions, and 76 closing their positions.
180% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 76
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
23% more call options, than puts
Call options by funds: $261M | Put options by funds: $212M
19% more capital invested
Capital invested by funds: $26.1B → $31.1B (+$4.96B)
10% more funds holding
Funds holding: 1,193 → 1,310 (+117)
0.87% less ownership
Funds ownership: 82.72% → 81.85% (-0.87%)
17% less repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 487
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$273M |
| 2 |
JP Morgan Chase
New York
|
+$227M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$212M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$116M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$293M |
| 2 |
TFM
Trian Fund Management
New York
|
-$260M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$221M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$216M |
| 5 |
State Street
Boston,
Massachusetts
|
-$123M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
1376
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$20K | -320 | Closed |
|
|
AA
1377
Advisory Alpha
Holland,
Michigan
| – | -$21K | -316 | Closed |
|
1378
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$19K | -300 | Closed |
|
|
BBL
1379
Beck Bode LLC
Dedham,
Massachusetts
| – | -$10K | -163 | Closed |
|
|
SC
1380
Slow Capital
Greenbrae,
California
| – | -$9K | -143 | Closed |
|
|
BWM
1381
BNC Wealth Management
Beaverton,
Oregon
| – | -$7K | -120 | Closed |
|
|
PCWA
1382
Pacific Capital Wealth Advisors
Corona,
California
| – | -$6K | -96 | Closed |
|
|
RA
1383
Rational Advisors
Huntington,
New York
| – | -$5K | -75 | Closed |
|
|
CA
1384
Crewe Advisors
Salt Lake City,
Utah
| – | -$4K | -71 | Closed |
|
|
PFWA
1385
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$3K | -54 | Closed |
|
|
UFF
1386
USA Financial Formulas
Ada,
Michigan
| – | -$1K | -14 | Closed |
|
1387
Fidelity International
Hamilton,
Bermuda
| – | -$138 | -2 | -50% |
|
|
FGAM
1388
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$138 | +2 | New |
|
SYY Hedge Fund Activity: Q4 2020 in Review
1,310 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2020, worth a combined $31.1B — up 19% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 213 funds opened new SYY positions and 76 closed out — a net gain of 137 holders — while 403 added to existing stakes and 487 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $273M. The largest seller was Fidelity Investments, cutting an estimated $293M.
- 1,310 institutional investors held Sysco (SYY) as of Q4 2020, up from 1,193 in Q3 2020.
- Funds reported $31.1B of Sysco stock for Q4 2020, up 19% quarter-over-quarter.
- 213 funds opened new Sysco positions in Q4 2020 and 76 closed out, a net change of +137 holders.
- The largest Sysco buyer in Q4 2020 was Lazard Asset Management, an estimated $273M added.
- The largest Sysco seller in Q4 2020 was Fidelity Investments, an estimated $293M sold.
Based on aggregated 13F filings for Q4 2020.